FOO Analyst II, Platform Management

Invesco Ltd.; Hyderabad; Hybrid; INR 1,200,000 - 2,100,000; Full time

Benefits offered by this job

Flexible, Hybrid Work

30 days annual leave + holidays

Life Insurance

Medical Insurance for Employee and Fam

Job summary

Invesco Ltd. in Hyderabad seeks a Front Office Operations (FOO) Analyst II to support fund managers and streamline front office processes. You will help resolve issues in the investments workflow, validate data, and contribute to ongoing improvements.

Ideal candidates have 3+ years of investment industry experience and strong SQL, Power BI, Python, and Albert-like tools; a Master’s in Finance/Management is preferred. This is a full-time role with hybrid working arrangements.

Qualifications

• Master’s degree or equivalent in Finance and Management required.
• 3+ years’ relevant experience in investment banking/management industry.
• Strong understanding of asset classes including Equity, Fixed Income, ETF, UIT, REIT.

Responsibilities

• Support front office operations and end-to-end workflows across asset classes.
• Assist and stay abreast of front/front office operational issues.
• Identify technology stresses across the operating platform and implement daily controls.
• Design and implement process changes to meet evolving department needs.
• Coordinate with stakeholders to ensure timely delivery of tasks and data accuracy.

Skills

SQL Coding

Power BI

Python

Power Apps

Power Automate

Macros

Education

Master’s degree in Finance and Management

Tools

Aladdin

CRD

Vestmark

Advent

Eagle Star

FMC

Bloomberg

Factset

Job description

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you’re looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What’s in it for you?

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world.

Our benefit policy includes but not limited to:

• Competitive Compensation
• Flexible, Hybrid Work
• 30 days’ Annual Leave + Public Holidays
• Life Insurance
• Retirement Planning
• Group Personal Accident Insurance
• Medical Insurance for Employee and Family
• Annual Health Check-up
• 26 weeks Maternity Leave
• Paternal Leave
• Adoption Leave
• Near site Childcare Facility
• Employee Assistance Program
• Study Support
• Employee Stock Purchase Plan
• ESG Commitments and Goals
• Business Resource Groups
• Career Development Programs
• Mentoring Programs
• Invesco Cares

Job Description

Who we are

With over $2.2 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you’re looking for challenging work, thoughtful colleagues, and a global employer with social values, explore your potential at Invesco.

Your Team

We are looking out for FOO Analyst II to work as part of Front Office Operations (FOO). Front Office Operations is a global team supporting Global Fund Managers for business operations and are directly engaged with the portfolio management process. The FOO Analyst II will work in building efficient front office processes and procedures as well as help support Fund Managers in resolving issues related to their Investments process so Fund Managers can focus on alpha generation.

FOO Team is built on below major investment practices:

• Platform Management -System and process integrity, continuous improvements and automation efforts.

• Active Investing -Fixed Income, Fundamental Equity, Real Assets and Unit Investment trust capabilities.

• Index Investing, Solutions and SMAs - Index investing, Solutions and SMAs capabilities.

• Client & Product Lifecycle - Onboarding and product changes, with the objective of standardizing these processes.

Your Role

Key Responsibilities / Duties :

• Working knowledge of operations and end-to-end workflows across the asset classes

• Ability to assist and stay abreast of all front office & middle office operational issues

• Identify technology stresses across the operating platform

• Consistently monitor and implement daily controls

• Design and implement the required process changes to meet the evolving requirements of the department

• Initiate product change initiatives (from start to execution) while limiting disruption to the end client

• Promote an open and communicative environment with sound decision making skills

• Validate completeness and accuracy of data in various data/reports as allocated by front office/fund managers

• Monitor workflow rules as appropriate and build necessary controls to manage exceptions, report & escalation as an when needed.

• Compile data and supporting documentation for internal & external audits, reviews and verification.

• Support and provide valuable inputs to our business partners on special projects or by contributing new ideas and initiatives

• Effectively communicate with investments, trading team, front office teams, technology, investment services team and other users to resolve issues and escalated problems to the appropriate groups

• Expect to work with stakeholders located in global offices in APAC, EMEA & NA

The Experience You Bring

Work Experience / Knowledge

A minimum of 3 years’ relevant experience in Investment banking/management industry is must.

Technical Abilities and/or other Specialized Skills

• It is essential that the analyst has a very good understanding of various asset classes that includes Equity, Fixed Income, ETF, UIT, REIT, etc.
• Skills in SQL Coding, Power Apps, Power Automate, Power BI, Python, experience and ability to write and create macros must.
• Knowledge of investment business, buy-side processes, Trade Life Cycle and investment products
• Aptitude for rapid adaptation to new systems/software
• Experience in the middle & front office applications is plus (Aladdin, CRD, Vestmark, Advent, Eagle Star, FMC, Bloomberg, Factset Etc.)
• Ability to manage end-to-end project delivery by defining scope, timelines, deliverables and coordinating with various stakeholders to ensure timely and quality execution.

Skills / Other Personal Attributes Required:

• Responsible & Accountable for the work allocated end to end, self-managed & proactive.

• Drive Continuous improvements & be innovative to create business value

• Process Documentation- Draft, Document, Maintain, review all SOP’s in detail for smooth performance of activity.

• He/she be able to identify and collaborate with various teams to correct any issues in data and ensure the accuracy and timeliness of all information received and reported.

• Excellent organization skills, the ability to work under pressure and attention to detail and accuracy a necessity.

• Self-starter, shows strong self-initiative to meet deliverables and overcome issues.

• Take complete ownership and follow through with tasks until completion.

• Must also demonstrate flexibility, enthusiasm and a willingness to learn while ensuring that all deadlines are met

• Must be able to develop and maintain relationships with management, clients and co-workers and work to fully meet and exceed their needs

• Positive thinking, create energy & the ability to cooperate in a team environment is critical

• Should possess strong written and oral communication skills and can interact well with all levels of management

Academic requirements

Master’s degree or an equivalent certificate in Finance and Management.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office.

Grow Your Career with Us

Build the skills and experiences that help you thrive in a constantly evolving business environment. Our AI-enabled learning platform provides personalized learning opportunities based on your role and interests, while development programs and leadership training help support continuous career growth.

To know more about us:

About Invesco: https://www.invesco.com/corporate/en/home.html

About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html

About our D&I policy:

https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html

About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html